Add your team to GorgiasUpdated 2 hours ago

To give your support agents the ability to read and respond to your customer tickets, you’ll need to add them to Gorgias. Admins can invite users to Gorgias via email, or enable auto-join to allow users with specific email domains to sign up, no invitation required.

Requirements

• Available on all Helpdesk plans
• Only Admins can invite users to Gorgias, or enable auto-join

Invite users to Gorgias

Create a user in Gorgias to send them an invitation. The invitation will be delivered to the user’s email inbox, and will be active for seven days. Users will need to click the activation link in the invitation before it expires to create their account. If the invitation expires, you can resend the invitation to reactivate it.

1. From your helpdesk, click the Settings icon in the bottom-left corner.
2. In the menu, locate Account, then select Users.
3. Click Create user in the top-right corner.
4. Enter the name and email address for anyone you’d like to invite, then select their role.
   
   

Resend an invitation

You can resend an invitation if the invited user didn’t click the activation link before the seven-day expiry.

1. From your helpdesk, click the Settings icon in the bottom-left corner.
2. In the menu, locate Account, then select Users.
3. Search for the user, then select their name from the list.
4. Click Resend Invite.

Revoke an invitation

If you change your mind, you can delete a user to cancel the invitation and prevent them from creating an account.

1. From your helpdesk, click the Settings icon in the bottom-left corner.
2. In the menu, locate Account, then select Users.
3. Search for the user, then select their name from the list.
4. Click Delete User, then click Delete User.

Enable auto-join

When auto-join is enabled, users with approved email domains can create an account without requiring an invitation. As long as their email domain matches those you’ve configured, a user can create an account by entering their email address and choosing a password at yourcompany.gorgias.com/signup., or by authenticating with Google, Outlook, or custom Single Sign-On (SSO). Once created, users must activate their account by clicking the confirmation link sent to their email address before they can access their account.

1. From your helpdesk, click the Settings icon in the bottom-left corner.
2. In the menu, locate Account, then select Access management.
3. Next to Auto-join for approved email domains, click the toggle to ON.
4. Enter the approved email domains in the text box. Each domain should be entered on a separate line.
5. Click Save changes.
   
   

Users whose accounts are created through auto-join will have the Basic role. If you need to, you can change a user’s role at any time.